Notification Email trigger on exporting of data

Question

Hi All, 
 Is there a way to create/configure an email notification send out to administrator or person in charge that will be triggered upon data is being exported or report being generated?

Sage CRM · Accepted Answer

Possibly... 
 Within Sage CRM we have 2 server side mechanism for triggering behaviour like this. 
 1) Workflow Escalation Rules - these are triggered when data changes or rather when monitored data is in a certain state at a certain time. E.g. The oppo_status = 'XXXX' when oppo_closebydate > systemdate. That doesn't directly apply here. 
 2) Serverside scripting (Table Level Scripts) - these are event functions triggered by a change in data in application data tables. InsertRecord, PostInsertRecord, UpdateRecord, DeleteRecord on tables like Company, Cases etc. When you run a report no change is made to data (only select statements are run) so again this doesn't directly apply here. 
 But you can monitor is someone enters a particular screen. And just considering reports for the moment - the 'Display Options' screen that is shown as a user starts to run a report just before they hit 'go' is a screen that can be monitored. 
 The URL for this report 'Display Options' screen will look like 
 localhost/.../Do 
 This screen loads the normal clientside script files including those in the custom script folder. So it would be possible to use the clientside API and the REST API to trigger a change in a data table monitored when this screen is entered. You would then be able to trigger Escalation or Serverside script behaviour to email the alert.

Sage CRM

Notification Email trigger on exporting of data

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING